Catalyst Private Wealth’s State Street DoubleLine Total Return Tactical ETF TOTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-5,410
Closed -$267K 64
2020
Q4
$267K Buy
5,410
+500
+10% +$24.7K 0.23% 49
2020
Q3
$242K Buy
+4,910
New +$243K 0.24% 45

Other funds holding TOTL

Catalyst Private Wealth's TOTL Position: Q1 2021 in Review

Catalyst Private Wealth sold out of State Street DoubleLine Total Return Tactical ETF (TOTL) in Q1 2021, closing a stake of 5,410 shares — an estimated $267K sold.

Catalyst Private Wealth first reported a position in TOTL in Q3 2020 and held it in 2 quarters. The position peaked at $267K in Q4 2020. 353 funds tracked by Wall St. Rank hold TOTL as of Q1 2021.

  • Catalyst Private Wealth reported no remaining State Street DoubleLine Total Return Tactical ETF position as of Q1 2021 after selling out during the quarter.
  • Catalyst Private Wealth sold 5,410 State Street DoubleLine Total Return Tactical ETF shares in Q1 2021, an estimated $267K.
  • Catalyst Private Wealth first reported a position in State Street DoubleLine Total Return Tactical ETF in Q3 2020 and held it in 2 quarters.
  • Catalyst Private Wealth's State Street DoubleLine Total Return Tactical ETF position peaked at $267K in Q4 2020.
  • 353 funds tracked by Wall St. Rank held State Street DoubleLine Total Return Tactical ETF as of Q1 2021.

Based on Catalyst Private Wealth's 13F filing for Q1 2021, filed 13 May 2021.